Insight Financial Associates Ltd. - Norwich

Jacqui B.

We are posting this review as we have been so impressed with our advisor at Insight. He has been our financial advisor for a couple of years now and we have been nothing but impressed.

He is personable and professional and we have found him to be really approachable. He gives sound advice and we always feel he has our best interests at heart.

Thanks Ashley Filby. You are very much appreciated.

Annette J.

My experience with Insight is fantastic. My FA is Richard Beardsworth. I have had advice from Richard for about 6 years. He is extremely professional, knowledgeable and trustworthy and he is really good at explaining complex financial issues in a way I can understand. I was really nervous about being able to retire and he had provided me with tools and forecasts so that I can feel secure in my decisions. I can't recommend Richard highly enough. It's such a big decision to trust someone with you finances and I feel really secure in my decision.

Sally T.

Richard Beardsworth has looked after my pension plans and other financial matters for the last few years and I have always been extremely happy with the advice and service I have received. His professional attitude together with his personable approach have enabled us to build a very good business relationship. I totally trust his advice and have been really pleased with the excellent communication I have received from him at all times. All information and advice is clearly explained in easily understood terms and this is much appreciated when decisions need to be taken on important financial steps. I thoroughly recommend Richard and Insight Financial Associates.

michael G.

We have been dealing with Insight and Richard Beardsworth in particular for a number of years now. He has provided us with excellent advice and is relaxed and easy to talk to and discuss options with. We have had regular meetings / updates and he has always been well prepared for these, providing new options when appropriate, but never pressurising us into any decision. as a result our investments have done well, indeed much better than expected in recent years! We would not hesitate to recommend Richard and Insight.

David W.

Martin Jackson is an outstanding individual, not just as the man I trust with the fundamental aspects of managing my pension plans and other elements of my portfolio, but as a genuinely nice guy. He knows his 'stuff' - a prerequisite when you're entrusting your financial planning to him - but he communicates with great clarity, cutting through any fiscal gobbledygook, so I always have a clear picture of where I stand at any given time. He is diligent, articulate and knowledgeable and I would have no hesitation in singling him out as an excellent independent financial adviser. Highly recommended.

Pamela A.

My husband and I thoroughly recommend Richard Beardsworth to anyone considering engaging a Financial Adviser. Before we met Richard we were quite anxious about how to proceed sorting out our finances for the future coming up to retirement. As early as our first meeting our confidence was given a boost. Richard is friendly and interested in us, our lives and plans for the future. He is always happy to explain our options giving clear professional guidance.

Alison T.

Martin is very personable and has excellent communication skills that make dealings with him easy and straightforward. I have found his advice and guidance to be pitched at my level of understanding, which is good as it means I can make informed decisions with confidence. Martin is very patient and when needed gives gentle nudges to ensure things get done in a timely manner - always professional and always with a smile.

Jean H.

Richard Beardsworth

I came out of a Nursing career to step out into a very strange terrain called retirement and investment. The whole experience bamboozled my mind , I felt like I was relating to a new and alien world . Richard guided me into the spring of new beginnings offering me guidance and his financial wizardy. I see him as a guardian and really value his role in keeping my finances on track .

I find Richard very easy to talk to and learn from . His knowledge and advice fills me with confidence in my ability to navigate the world of making the most of my money , rather than spending it all !. I just know if I have any concerns or questions he will always do his best to guide me in the way that is best for my circumstances. He is a totally brilliant humble and most delightful person to know , and I always look forward to our yearly meetings.
Jean Hammond